Hampton Park Financial Planning provides financial planning on topics like retirement, risk management, and college savings. They also manage investment portfolios based on client needs and goals. They may use third-party managers. Hampton Park Financial Planning also offers tax preparation services.
Assets Under Management$15M
Clients47
Advisors3
Avg. per Client$330K
Avg. per Advisor$5.1M
www.hamptonparkfinancialplanning.com ·www.linkedin.com/company/hampton-park-financial... ·www.facebook.com/hanptonparkfinancialplanning
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.80% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
